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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,280 hedge funds and large institutions have $39.9B invested in iShares MSCI USA Quality Factor ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 621 increasing their positions, 369 reducing their positions, and 62 closing their positions.

Holders
1,280
Holders Change
+42
Holders Change %
+3.39%
% of All Funds
18.62%
Holding in Top 10
235
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.07%
% of All Funds
3.42%
New
123
Increased
621
Reduced
369
Closed
62
Calls
$3.88M
Puts
$1.25M
Net Calls
+$2.63M
Net Calls Change
-$2.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.79B
2
Ameriprise
2
Ameriprise
Minnesota
$821M
3
HTC
3
Haverford Trust Company
Pennsylvania
$211M
4
LPL Financial
4
LPL Financial
California
$2.35B
5
SA
5
Sanctuary Advisors
Indiana
$109M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.38B
2
PA
2
Parallel Advisors
California
$37.7M
3
UA
3
Unison Advisors
District of Columbia
$39.1M
4
NAM
4
Nissay Asset Management
Japan
$12.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
126
Catalyst Capital Advisors
New York
$37.6M 220,357 -749 -0.3%
MRC
127
Millburn Ridgefield Corp
New York
$37.6M 220,357 -749 -0.3%
TCM
128
TD Capital Management
Tennessee
$37.1M 217,037 -276 -0.1%
Comerica Bank
129
Comerica Bank
Texas
$36.9M 216,201 +34,966 +19%
KCM
130
Kathmere Capital Management
Pennsylvania
$36.5M 213,883 +6,577 +3%
SWA
131
Strategies Wealth Advisors
Michigan
$36.3M 212,498 +15,152 +8%
AAS
132
Avantax Advisory Services
Texas
$34.7M 203,059 +20,014 +11%
CSWG
133
Cardinal Strategic Wealth Guidance
Kentucky
$33.8M 198,175 +1,123 +0.6%
AF
134
Apexium Financial
Texas
$33.7M 197,320 +3,138 +2%
SFI
135
SPC Financial Inc
Maryland
$33.5M 196,188 -2,022 -1%
SW
136
SVB Wealth
Massachusetts
$33.5M 196,109 -98,690 -33%
1WM
137
1900 Wealth Management
Texas
$33.5M 195,892 -28,025 -13%
SB
138
Strategic Blueprint
Georgia
$33.2M 194,475 -5,587 -3%
FC
139
Forte Capital
New York
$32.9M 192,633 +119,113 +162%
CIAS
140
CFS Investment Advisory Services
New Jersey
$32.8M 191,975 +3,376 +2%
CFGS
141
Concourse Financial Group Securities
Alabama
$32.7M 191,635 +35,291 +23%
HCM
142
Hengehold Capital Management
Ohio
$32.3M 189,237 +851 +0.5%
I
143
INVST
Indiana
$31.9M 187,024 +35,420 +23%
IWA
144
Icon Wealth Advisors
Texas
$31.9M 185,453 +2,717 +1%
HSG
145
Helen Stephens Group
Texas
$31.2M 182,540 +8,826 +5%
TLFA
146
True Link Financial Advisors
California
$30.8M 180,559 +6,851 +4%
HGWM
147
Horst & Graben Wealth Management
Oregon
$30.7M 179,505 +4,255 +2%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$30.5M 178,874 +18,391 +11%
SFS
149
Sowell Financial Services
Arkansas
$30.3M 177,485 -13,750 -7%
SAS
150
Sage Advisory Services
Texas
$30.2M 176,647 +28,743 +19%
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